Versant Capital Management’s White Mountains Insurance WTM Stock Holding History

Versant Capital Management’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.8K	Sell	24 -25	-51%	-$53.5K	﹤0.01%	1359
2026 Q1	$108K	Buy	49 +32	+188%	+$68.5K	0.01%	838
2025 Q4	$35.3K	Buy	17 +1	+6%	+$1.96K	﹤0.01%	1282
2025 Q3	$26.7K	Sell	16 -17	-52%	-$30.3K	﹤0.01%	1418
2025 Q2	$59.3K	Sell	33 -58	-64%	-$103K	0.01%	895
2025 Q1	$175K	Buy	91 +72	+379%	+$136K	0.03%	461
2024 Q4	$37K	Buy	19 +9	+90%	+$17K	0.01%	704
2024 Q3	$17K	Buy	10 +2	+25%	+$3.49K	﹤0.01%	861
2024 Q2	$14.5K	Buy	8 +7	+700%	+$12.4K	﹤0.01%	831
2024 Q1	$1.79K	Hold	1	–	–	﹤0.01%	1388
2023 Q4	$1.5K	Sell	1 -1	-50%	-$1.49K	﹤0.01%	1388
2023 Q3	$2.99K	Hold	2	–	–	﹤0.01%	1163
2023 Q2	$2.78K	Hold	2	–	–	﹤0.01%	1251
2023 Q1	$2.75K	Hold	2	–	–	﹤0.01%	1180
2022 Q4	$2.83K	Hold	2	–	–	﹤0.01%	1057
2022 Q3	$3K	Hold	2	–	–	﹤0.01%	1028
2022 Q2	$2K	Hold	2	–	–	﹤0.01%	1167
2022 Q1	$2K	Hold	2	–	–	﹤0.01%	1204
2021 Q4	$2K	Hold	2	–	–	﹤0.01%	1187
2021 Q3	$2K	Hold	2	–	–	﹤0.01%	1186
2021 Q2	$2K	Sell	2 -6	-75%	-$7K	﹤0.01%	1191
2021 Q1	$9K	Hold	8	–	–	﹤0.01%	846
2020 Q4	$8K	Hold	8	–	–	﹤0.01%	809
2020 Q3	$6K	Hold	8	–	–	﹤0.01%	838
2020 Q2	$7K	Hold	8	–	–	﹤0.01%	761
2020 Q1	$7K	Hold	8	–	–	﹤0.01%	685
2019 Q4	$8K	Sell	8 -1	-11%	-$1.09K	﹤0.01%	793
2019 Q3	$9K	Hold	9	–	–	﹤0.01%	770
2019 Q2	$9K	Sell	9 -2	-18%	-$1.92K	﹤0.01%	796
2019 Q1	$10K	Hold	11	–	–	﹤0.01%	916
2018 Q4	$9K	Hold	11	–	–	﹤0.01%	863
2018 Q3	$10K	Hold	11	–	–	﹤0.01%	899
2018 Q2	$9K	Sell	11 -4	-27%	-$3.52K	﹤0.01%	932
2018 Q1	$12K	Sell	15 -8	-35%	-$6.6K	0.01%	842
2017 Q4	$19K	Hold	23	–	–	0.01%	689
2017 Q3	$19K	Sell	23 -1	-4%	-$860	0.01%	622
2017 Q2	$20K	Hold	24	–	–	0.01%	596
2017 Q1	$21K	Hold	24	–	–	0.01%	566
2016 Q4	$20K	Buy	24 +8	+50%	+$6.71K	0.01%	597
2016 Q3	$13K	Hold	16	–	–	0.01%	724
2016 Q2	$13K	Hold	16	–	–	0.01%	704
2016 Q1	$12K	Hold	16	–	–	0.01%	709
2015 Q4	$11K	Buy	+16	New	+$12.3K	0.01%	712

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Versant Capital Management's WTM Position: Q2 2026 in Review

Versant Capital Management reduced its White Mountains Insurance (WTM) stake by 51% in Q2 2026, selling an estimated $53.5K and leaving 24 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Versant Capital Management first reported a position in WTM in Q4 2015 and has held it in 43 quarters since. The position peaked at $175K in Q1 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Versant Capital Management held 24 shares of White Mountains Insurance worth $49.8K as of Q2 2026.
Versant Capital Management sold 25 White Mountains Insurance shares in Q2 2026, an estimated $53.5K.
White Mountains Insurance made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1359 holding.
Versant Capital Management first reported a position in White Mountains Insurance in Q4 2015 and has held it in 43 quarters since.
Versant Capital Management's White Mountains Insurance position peaked at $175K in Q1 2025.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.